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Bollard Group’s Align Technology ALGN Stock Holding History

Bollard Group’s Portfolio ALGN Stock Details ALGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10
Closed -$4K – 366
2023
Q2 		$4K Buy
+10
New +$3.18K ﹤0.01% 417
2018
Q4 		– Sell
-400
Closed -$156K – 264
2018
Q3 		$156K Buy
400
+200
+100% +$73.8K 0.01% 183
2018
Q2 		$68K Hold
200
– – ﹤0.01% 200
2018
Q1 		$50K Hold
200
– – ﹤0.01% 211
2017
Q4 		$44K Buy
+200
New +$45.4K ﹤0.01% 205

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bollard Group's ALGN Position: Q3 2023 in Review

Bollard Group sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 10 shares — an estimated $4K sold.

Bollard Group first reported a position in ALGN in Q4 2017 and held it in 5 quarters. The position peaked at $156K in Q3 2018. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • Bollard Group reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • Bollard Group sold 10 Align Technology shares in Q3 2023, an estimated $4K.
  • Bollard Group first reported a position in Align Technology in Q4 2017 and held it in 5 quarters.
  • Bollard Group's Align Technology position peaked at $156K in Q3 2018.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.